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Dodds Wealth, LLC: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dodds Wealth, LLC on DFAU, newest first. How the timeline and the estimate are built.

Dodds Wealth, LLC held 122,830 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,830 shares
    Change vs previous 13F -6,663 shares

    1.43% of the 13F portfolio, value $6,349,108.

    13F-HR 0001973728-26-000004 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 129,493 shares
    Change vs previous 13F -379 shares

    1.43% of the 13F portfolio, value $5,842,726.

    13F-HR 0001973728-26-000003 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 129,872 shares
    Change vs previous 13F +230 shares

    1.49% of the 13F portfolio, value $6,078,010.

    13F-HR 0001973728-26-000002 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 129,642 shares
    Change vs previous 13F -189 shares

    1.47% of the 13F portfolio, value $5,932,422.

    13F-HR 0001973728-25-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 129,831 shares
    Change vs previous 13F +1,225 shares

    1.47% of the 13F portfolio, value $5,499,639.

    13F-HR 0001973728-25-000005 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 128,606 shares
    Change vs previous 13F +37,130 shares

    1.61% of the 13F portfolio, value $4,943,615.

    13F-HR 0001973728-25-000003 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 91,476 shares
    Change vs previous 13F +257 shares

    1.24% of the 13F portfolio, value $3,843,808.

    13F-HR 0001973728-25-000001 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 91,219 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,631,440.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).